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Equality and Diversity Policy

Bobby Dhanjal Wealth Management is committed to eliminating discrimination and encouraging diversity amongst our workforce. Our aim is that our workforce will be truly representative of all sections of society and each employee feels respected and able to give of their best.

To that end the purpose of this policy is to provide equality and fairness for all in our employment not to discriminate because of age, disability, gender, reassignment, marriage and civil partnership, pregnancy, maternity, race, ethnic origin, colour, nationality, national origin, religion or belief, sex and sexual orientation. We oppose all forms of unlawful and unfair discrimination.

All employees whether part time, full time or temporary, will be treated fairly and with respect. Selection for employment, promotion, training or any other benefit will be on the basis of aptitude and ability. All employees will be helped and encouraged to develop their full potential and the talents and resources of the workforce will be fully utilised to maximise the efficient of the organisation.

Our commitment :-

  • To create an environment in which individual differences and the contributions of all our staff are recognised and valued.
  • Every employee is entitled to a working environment that promotes dignity and respect to all. No form of intimidation, bullying or harassment will be tolerated.
  • Training, development and progression opportunities are available to all staff.
  • Equality in the workplace is good management practice and makes sound business sense.
  • We will review all our employment practices and procedures to ensure fairness.
  • Breaches of our equality policy will be regarded as misconduct and could lead to disciplinary proceedings. In serious cases, a charge of gross misconduct may be considered.
  • This policy is fully supported by Senior Management and has been agreed with employee representatives.
  • The policy will be monitored and reviewed annually.

Risks of Investing

The value of investments and any income from them may go down as well as up. You may not get back all of your original investment. You should not make any assumptions about the potential income, growth or returns based on anything included within this document. Past performance should not be considered a guide to future performance. Unless exclusively investing in the UK, foreign exchange exposure exists in all funds. Changes in foreign exchange rates may cause the value of investments to go up or down. It may also cause income from investments to go up or down. The principal risks associated with an investment are fully described in the prospectus of each fund provider that we provide to our clients if we are recommending the fund to them.

THE CONTENTS OF THIS DOCUMENT REPRESENT THE OPINION OF BOBBY DHANJAL WEALTH MANAGEMENT AND NO INVESTMENT DECISION SHOULD BE TAKEN BASED SOLELY ON IT’S CONTENT. ALWAYS TAKE ADVICE THAT PERTAINS TO YOUR INDIVIDUAL FINANCIAL CIRCUMSTANCES BEFORE INVESTING. THE REGULATIONS GOVERNING TAX RATES AND INVESTMENTS MAY CHANGE IN THE FUTURE, AS MAY YOUR OWN NEED, REQUIREMENT AND SITUATION.